Bridge Street Private Wealth Management of Steward Partners

Bridge Street Private Wealth Management of Steward Partners Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, You've worked hard to build something significant. Simplify.

The last thing you need is a financial relationship that adds complexity instead of removing it. I founded Bridge Street Private Wealth Management for one kind of client: people whose financial lives have grown beyond a spreadsheet and a savings account — executives, business owners, and wealth-building families who want a trusted partner, not another advisor talking at them. My approach is simple

: I ask better questions, listen carefully, and build strategies around what actually matters to you — whether that's a business exit, protecting what you've built, reducing your tax burden, or making sure the next generation is taken care of. You get one relationship, fully coordinated — with CPAs, attorneys, and specialists brought in when you need them, and your information always kept confidential. I'm detail-obsessed and relentlessly positive. My clients tell me that's exactly the combination they were looking for. I live in Eliot with my wife Kim and our three kids, Caleb, Olivia, and Joshua Jr. We love to travel — and we're already planning the next road trip out west. Balance. Enjoy.

09/08/2025

The luxury vacation rental market is booming, set to grow 9.1% over the next 8 years. Discover how trends, tech, and travel preferences are shaping this industry. Let's discuss! 🌍✨

04/04/2025

"Be Fearful When Others Are Greedy and Greedy When Others Are Fearful”― Warren Buffett

03/12/2025

"A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful."- Warren Buffett

Every great love story is the beginning of something extraordinary. Together, you have the power to craft a future that ...
11/26/2024

Every great love story is the beginning of something extraordinary. Together, you have the power to craft a future that reflects your shared dreams and creates a foundation for a lifetime of possibilities.

This holiday season, consider a family conversation about money. Yes, money! Here are some questions to help start the c...
11/18/2024

This holiday season, consider a family conversation about money. Yes, money!

Here are some questions to help start the conversation around money...

1. What does wealth mean to us as a family, beyond financial assets?
This question encourages a discussion about the broader purpose of wealth, such as values, opportunities, or the impact on future generations.

2. How can we ensure that our wealth supports both individual aspirations and collective family goals?
This fosters a balance between personal independence and shared responsibility, helping the family align on priorities.

3. What are our goals for the legacy we want to leave, and how can we work together to achieve them?
This invites discussion about philanthropy, values-driven investing, or other ways to create a meaningful and lasting impact.

4. What steps can we take to educate the next generation about managing and stewarding wealth responsibly?
This highlights the importance of financial literacy, mentorship, and preparing younger members to carry the family’s vision forward.

5. How can we improve communication and decision-making as a family regarding wealth and financial matters?
This focuses on creating a culture of transparency, trust, and collaboration, addressing potential challenges like conflict or differing priorities.

Financial planning starts with a vision for the future. Whether it’s launching a new business, taking that dream vacatio...
10/25/2024

Financial planning starts with a vision for the future. Whether it’s launching a new business, taking that dream vacation, or enjoying a fulfilling retirement, knowing your destination is key to creating a plan that gets you there. So, where’s your next stop?

09/11/2024

On this day, we pause to remember and honor the lives lost, the families forever changed, and the loved ones who carry their memory forward. The flag waves over peaceful waters, a symbol of resilience and unity, reminding us of the strength that emerged from unimaginable loss.

To those who lost loved ones, your pain is shared, your grief honored, and your loved ones never forgotten. We stand with you, today and always. 🇺🇸

Exciting new opportunities for high-net-worth investors are on the horizon.
09/06/2024

Exciting new opportunities for high-net-worth investors are on the horizon.

NFL owners have voted in approval of a measure to allow private equity funds to buy stakes in teams. Judy Battista explains why this change was made and breaks down what to expect next.

"I didn't sign up for this!" - POA for out-of-state father."How do people work, take care of the things they need to tak...
07/08/2024

"I didn't sign up for this!" - POA for out-of-state father.

"How do people work, take care of the things they need to take care of, and also take care of their parents' finances?" - Client caught in the 'Sandwich' of caring for children and their parents.

"This is like a second job!" - Client who inherited multiple accounts from mom (non-client).

"My mom is aging, how am I supposed to help mom, and be her daughter? What do people like me do?" - Daughter of elderly client.

Let's be totally frank: Proper estate planning, and regularly reviewing the plan, is one of the biggest gifts that a person can ever give their heirs. Full stop.

Don't wait until it's too late. Don't know where to start? Reach out and ask. 🌟

Absolutely no truth to the rumor I was in town for an interview! 🤣🏈🤣Coaching is a passion for me. I don’t need to ruin i...
01/17/2024

Absolutely no truth to the rumor I was in town for an interview! 🤣🏈🤣

Coaching is a passion for me. I don’t need to ruin it by competing with Coach Belichick!

Great to see a couple of wonderful clients, and to meet a new one. Thank you for the introduction!

Happy Veterans Day to my favorite Veteran!
11/10/2023

Happy Veterans Day to my favorite Veteran!

10/29/2023

Life comes fast.

You've dreamt about it.

You've planned for it.

Do it.

Thanks to my clients and friends, M and D, for the great reminder.

Address

145 Maplewood Avenue, Suite 100
Portsmouth, NH
03801

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